Curran Financial Partners’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Curran Financial Partners’s Portfolio VCR Stock Details VCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.68M	Buy	+11,803	New	+$4.59M	0.7%	31
2026 Q1	–	Sell	-12,830	Closed	-$5.05M	–	132
2025 Q4	$5.05M	Buy	12,830 +372	+3%	+$146K	0.96%	30
2025 Q3	$4.94M	Sell	12,458 -370	-3%	-$141K	0.98%	28
2025 Q2	$4.65M	Buy	+12,828	New	+$4.35M	1.03%	26
2025 Q1	–	Sell	-13,361	Closed	-$5.02M	–	102
2024 Q4	$5.02M	Sell	13,361 -564	-4%	-$204K	1.32%	26
2024 Q3	$4.74M	Sell	13,925 -202	-1%	-$64.5K	1.35%	26
2024 Q2	$4.41M	Sell	14,127 -35	-0.2%	-$10.7K	1.48%	24
2024 Q1	$4.5M	Buy	14,162 +1	+0%	+$305	1.56%	22
2023 Q4	$4.19M	Buy	+14,161	New	+$3.95M	1.61%	25
2023 Q3	–	Sell	-15,821	Closed	-$4.48M	–	82
2023 Q2	$4.48M	Buy	15,821 +372	+2%	+$95.9K	1.95%	19
2023 Q1	$3.9M	Buy	+15,449	New	+$3.76M	1.85%	20
2022 Q2	–	Sell	-26,511	Closed	-$8.09M	–	69
2022 Q1	$8.09M	Buy	+26,511	New	+$8.07M	3.33%	9
2021 Q4	–	Sell	-22,650	Closed	-$7.02M	–	80
2021 Q3	$7.02M	Buy	22,650 +2,545	+13%	+$808K	3.59%	11
2021 Q2	$6.31M	Buy	20,105 +3,238	+19%	+$993K	3.47%	10
2021 Q1	$4.98M	Buy	16,867 +1,682	+11%	+$488K	3.58%	10
2020 Q4	$4.18M	Buy	+15,185	New	+$3.86M	3.58%	9

Other funds holding VCR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Curran Financial Partners's VCR Position: Q2 2026 in Review

Curran Financial Partners opened a new position in Vanguard Consumer Discretionary ETF (VCR) in Q2 2026: 11,803 shares worth $4.68M. The stake represents 0.7% of the portfolio and ranks #31 among its holdings. This is a return to the name: Curran Financial Partners previously reported a position in VCR as recently as Q4 2025.

Curran Financial Partners first reported a position in VCR in Q4 2020 and has held it in 16 quarters since. The position peaked at $8.09M in Q1 2022. 575 funds tracked by Wall St. Rank hold VCR as of Q2 2026.

Curran Financial Partners held 11,803 shares of Vanguard Consumer Discretionary ETF worth $4.68M as of Q2 2026.
Vanguard Consumer Discretionary ETF was a new Curran Financial Partners position in Q2 2026.
Vanguard Consumer Discretionary ETF made up 0.7% of Curran Financial Partners's portfolio in Q2 2026, its #31 holding.
Curran Financial Partners first reported a position in Vanguard Consumer Discretionary ETF in Q4 2020 and has held it in 16 quarters since.
Curran Financial Partners's Vanguard Consumer Discretionary ETF position peaked at $8.09M in Q1 2022.
575 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q2 2026.

Based on Curran Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.